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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
" - -HO'I'lCE OF INHERITANCE TAX
'AP""R~ISEMi:NT, ALLOWANCE OR DISALLOWANCE
-OFDEbUCTIONS AND ASSESSMENT OF TAX
*
DATE 05-28-2007
ESTATE OF LEGO NANCY A
DATE OF DEATH 06-28-2006
FILE NUMBER 21 06 - 0594
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-27-2007
( See reverse side under Objections )
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS +--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEGO NANCY A FILE NO. 21 06-0594 ACN 101 DATE 05-28-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
~. D 1 ~ - I P r ; i 2: !+ S
(";
C(::"-: i
LAWRENCE J NEARY ES:i;L', ' '"
108 112 WALNUT ST
HARRISBURG PA 17101-1609
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgeges/Notes Receiveble (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Velue of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(1)
(2)
(3)
(4)
(5)
(6)
(7)
157,600.00
.00
.00
.00
16.756.52
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
174,356.52
(9)
(10)
22,918.30
430.377.61
(11)
(12)
(13)
(14)
6Ji~.?91i.91
278,939.39-
.00
278,939.39-
NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rete
16. Amount of Line 14 taxable et Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 texable at Collateral/Class B rate
19. Principal Tex Due
o
INTEREST/PEN
NUMBER
DATE
(-)
(15) .00 X 00 .00
(16) .00 X 045 = .00
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= .00
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR